Acorn Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
1,375
+11
| +0.8% | +$2K | 0.09% | 208 |
|
|
2025
Q1 | $217K | Buy |
+1,364
| New | +$217K | 0.09% | 221 |
|
|
2018
Q3 | – | Sell |
-701
| Closed | -$56K | – | 348 |
|
|
2018
Q2 | $56K | Buy |
701
+20
| +3% | +$1.6K | 0.05% | 255 |
|
|
2018
Q1 | $56K | Buy |
681
+1
| +0.1% | +$82 | 0.05% | 248 |
|
|
2017
Q4 | $71K | Buy |
+680
| New | +$71K | 0.06% | 210 |
|